Customizing Roles and Licenses Assignment & Collaboration Principles

You may need to manage roles and licenses assignment separately, or allow platform members to invite people from other platforms or even external users so that they can collaborate in different platforms.

See Also
Inviting Members One by One

Environment: Cloud only

Select the Configure Members Options tab of the Members Control Center app, and select any of the following:
  • Automatically ungrant expired roles from members or groups. Select this option to ungrant roles which licenses are expired to users when they log in.
    Note: This option does not ungrant any expired prerequisite from all expired prerequisites having a valid main role
  • Allow administrators to grant roles without assigning the associated license. Select this option to let Administrators:
    • invite users to your platform without assigning them licenses.
    • allow these members to use, for specific roles, the licenses they have been granted on other platforms.

    However, if a license has been purchased, all its prerequisite licenses must also be purchased in order to be able to grant this license.

    If you activate this option, when granting certain roles, you will be able to select:

    • the Assign License option to choose whether you also assign the corresponding license or not.
    • the Restrict Usage on this platform to avoid the license to be used on another platform.
    Important:
    • Once activated, this option can be deactivated only if it is not currently used: all users must have all licenses assigned, with restricted usage for platform licenses.
  • Allow platform members to invite external users (for instance when sharing content).(select default roles to assign), to let any platform member invite external users, belonging or not to a 3DEXPERIENCE platform, to access content of the current platform. The invitation is automatically sent to the invitee when the member of the current platform shares any content. Click select default roles to assign to select the list of roles granted when inviting new members.
  • Allow administrators to manage member's platform locations, to let Administrators to choose the invited member's location.

    The (select location) link allows you to select the locations that will be displayed during the invitation.

Note: The Roles without any license filter only displays the roles whose license is not linked to a platform.

The new settings are applied.